AF

Advisornet Financial Portfolio holdings

AUM $1.93B
1-Year Est. Return 18.58%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.58%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$999M
AUM Growth
-$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,095
New
Increased
Reduced
Closed

Top Buys

1
+$6.46M
2
+$5.23M
3
+$3.55M
4
DFAI icon
Dimensional International Core Equity Market ETF
DFAI
+$2.91M
5
DFAC icon
Dimensional US Core Equity 2 ETF
DFAC
+$2.88M

Top Sells

1
+$1.22M
2
+$1.16M
3
+$1.06M
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$960K
5
EFV icon
iShares MSCI EAFE Value ETF
EFV
+$910K

Sector Composition

1 Technology 7.11%
2 Healthcare 5.77%
3 Financials 4.46%
4 Industrials 4.36%
5 Consumer Staples 2.62%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1751
$1K ﹤0.01%
42
1752
$1K ﹤0.01%
+60
1753
$1K ﹤0.01%
10
-65
1754
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26
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1756
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50
+20
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100
1758
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35
+15
1759
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195
1760
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60
+20
1761
$1K ﹤0.01%
136
-64
1762
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58
1763
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450
1764
$1K ﹤0.01%
50
1765
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8
1766
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-88
1767
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+11
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+10
1769
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5
1770
$1K ﹤0.01%
+33
1771
$1K ﹤0.01%
75
1772
$1K ﹤0.01%
100
1773
$1K ﹤0.01%
60
+35
1774
$1K ﹤0.01%
14
-30
1775
$1K ﹤0.01%
65
+33
69 70
71
72 73